Monthly Archives: November 2015

A pet peeve of mine is where the owners of a business either are not interested or have not yet taken the time to learn more about the financial aspects of the business. In these circumstances, the financial literacy for … Continue reading →

Family meetings, why? Leading practice for family enterprises is to hold meetings with the family owner members on a regular basis. The foundation of a family is its shared values and history. The family meetings can be a forum to … Continue reading →

‎I am often approached to help family enterprises, frequently in times of some crisis. Why? The family is seeking solutions to this crisis hoping it can be solved quickly. I often cannot offer answers and will ask more questions, especially … Continue reading →